We offer a client portal for convenient and secure file transfer.

For example: W-2’s, 1099’s and any other source documents we will need in our possession to prepare your tax return- including your completed organizer

Information from us, your tax preparers

Including documents we share with you by uploading to each individual’s client portal

For example: copies of completed tax returns

The client portal, if chosen, could easily eliminate the travel and/or mailing expense that can be involved with dropping off and picking up documents. Dropping off, however, is still available to those who prefer face-to-face interactions and are not accustomed to using portals. We love to see our clients!

How to get started:

Contact Simplitax to let us know you are interested in using the secure client portal

We will then begin the set up process of your portal and you will be sent an e-mail message requesting that you set up an individualized log-in and password

Please note that the documents Simplitax uploads to the portal are only available temporarily to allow you to retrieve and save documents as you see fit. The portal is not a long-term storage solution for client documents.

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The content provided on simplitaxusa.com is intended for informational purposes only. Before any action is taken based on this information, personalized advice should be obtained from a Simplitax professional. Information obtained on simplitaxusa.com does not constitute professional advice or create a professional relationship with Simplitax. Simplitax is not responsible for any claims or damages resulting from action taken pertaining to information on simplitaxusa.com or links to third-party sites. To the extent this communication, including any attachments hereto, contains any federal tax advice, such advice is neither intended nor written to be used (and cannot be used) for the purpose of avoiding penalties that may be imposed on the taxpayer by any governmental taxing authority or agency.